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MG

Markel Group Portfolio holdings

AUM $13.1B
1-Year Est. Return 15.62%
This Fund
S&P 500
This Quarter Est. Return
-3.92%
1 Year Est. Return
+15.62%
3 Year Est. Return
+68.04%
5 Year Est. Return
+83.51%
10 Year Est. Return
+378.4%
AUM
$11.9B
AUM Growth
-$605M
Cap. Flow
+$98.3M
Cap. Flow %
0.82%
Top 10 Hldgs %
42%
Holding
132
New
4
Increased
43
Reduced
2
Closed
3

Top Buys

Rank Stock Value
1
SUNB
Sunbelt Rentals Holdings
SUNB
+$67.6M
2
MELI icon
Mercado Libre
MELI
+$10.5M
3
EPD icon
Enterprise Products Partners
EPD
+$7.15M
4
FNV icon
Franco-Nevada
FNV
+$6.18M
5
CSX icon
CSX Corp
CSX
+$3.53M

Top Sells

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$15.3M
2
TGT icon
Target
TGT
+$13M
3
CHH icon
Choice Hotels
CHH
+$11M
4
UNH icon
UnitedHealth
UNH
+$2.32M
5
TRU icon
TransUnion
TRU
+$172K

Sector Composition

Rank Sector Weight
1 Financials 42.52%
2 Industrials 15.55%
3 Communication Services 11.15%
4 Consumer Discretionary 10.76%
5 Technology 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMAT icon
101
Applied Materials
AMAT
$428B
$12.4M 0.1%
36,350
+2,250
+7% +$757K
CBOE icon
102
Cboe Global Markets
CBOE
$29.9B
$12.3M 0.1%
43,700
+1,950
+5% +$543K
SHOP icon
103
Shopify
SHOP
$195B
$12.2M 0.1%
102,750
– –
HII icon
104
Huntington Ingalls Industries
HII
$12.8B
$10.4M 0.09%
27,500
+2,000
+8% +$824K
UBER icon
105
Uber
UBER
$153B
$10.3M 0.09%
142,500
+2,500
+2% +$192K
SMG icon
106
ScottsMiracle-Gro
SMG
$3.66B
$10.2M 0.09%
168,000
– –
MELI icon
107
Mercado Libre
MELI
$92.3B
$9.42M 0.08%
+5,450
New +$10.5M
OTIS icon
108
Otis Worldwide
OTIS
$28.2B
$8.83M 0.07%
114,620
– –
IQV icon
109
IQVIA
IQV
$39.3B
$8M 0.07%
46,900
– –
XOM icon
110
ExxonMobil
XOM
$634B
$7.97M 0.07%
47,000
+9,000
+24% +$1.31M
EPD icon
111
Enterprise Products Partners
EPD
$81.7B
$7.64M 0.06%
+202,000
New +$7.15M
SONY icon
112
Sony
SONY
$138B
$6.93M 0.06%
335,000
– –
EMN icon
113
Eastman Chemical
EMN
$8.42B
$5.72M 0.05%
74,950
– –
KMX icon
114
CarMax
KMX
$8.26B
$5.68M 0.05%
136,500
– –
CNI icon
115
Canadian National Railway
CNI
$76.6B
$5.5M 0.05%
53,500
+9,000
+20% +$928K
GHC icon
116
Graham Holdings Company
GHC
$5.02B
$5.5M 0.05%
5,200
– –
UNH icon
117
UnitedHealth
UNH
$370B
$5.06M 0.04%
18,700
-7,800
-29% -$2.32M
NSP icon
118
Insperity
NSP
$2.01B
$4.9M 0.04%
181,336
+28,463
+19% +$916K
CP icon
119
Canadian Pacific Kansas City
CP
$80.5B
$4.68M 0.04%
59,500
+9,000
+18% +$711K
ICE icon
120
Intercontinental Exchange
ICE
$84.4B
$4.54M 0.04%
28,870
+8,000
+38% +$1.31M
WRB icon
121
W.R. Berkley
WRB
$26.6B
$4.03M 0.03%
60,750
– –
BC icon
122
Brunswick
BC
$5.28B
$3.73M 0.03%
51,250
+3,500
+7% +$282K
MGM icon
123
MGM Resorts International
MGM
$11.2B
$3.24M 0.03%
87,500
– –
EXP icon
124
Eagle Materials
EXP
$6.57B
$2.79M 0.02%
14,750
– –
AYI icon
125
Acuity Brands
AYI
$10.8B
$2.73M 0.02%
9,750
– –
2 3 4
5
6

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TWIM
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PFPG
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RCMU
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EPFB
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AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Markel Group's Q1 2026 Portfolio in Review

As of Q1 2026, Markel Group held 132 positions worth $11.9B, down 4.8% from $12.5B the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Markel Group's Q1 2026 filing shows 4 new, 43 increased, 2 reduced and 3 closed positions. Its largest new stake was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M. The largest sale was S&P Global, an estimated $15.3M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 45% a quarter earlier, followed by Industrials and Communication Services.

  • Markel Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 963,361 shares worth $62.7M.
  • Markel Group added most to Franco-Nevada in Q1 2026, an estimated $6.18M increase.
  • Markel Group's biggest Q1 2026 reduction was S&P Global, cutting an estimated $15.3M.
  • Markel Group fully exited Target in Q1 2026, selling an estimated $13M.
  • Markel Group's ten largest holdings make up 42% of its $11.9B portfolio in Q1 2026.
  • Markel Group opened 4 new positions and closed 3 in Q1 2026.
  • Markel Group's portfolio value fell 4.8% quarter-over-quarter to $11.9B.

Based on Markel Group's 13F filing for Q1 2026, filed 1 May 2026.